The dollar is weakening here’s what that means for your pricing, imports, cash flow, and how to protect your margins moving forward.
Gold and Silver Prices Are Rising: What Investors Should Know About Taxes, Fees, and How You Hold These Assets
With gold and silver prices reaching new highs, many investors are revisiting positions they may have held for years. Others are considering precious metals for the first time as a hedge against inflation, geopolitical risk, and market volatility. While gold and silver can play a role in a diversified portfolio, the tax treatment and cost structure of these assets are often misunderstood.
A Year End Tax Planning Perspective for Business Owners
Learn the key tax deductions, deadlines, and planning opportunities business owners should review before December 31.
A Business Owner’s Guide to Working Capital
Understanding how working capital moves through your business is essential for maintaining cash flow, funding growth, and avoiding financial stress.
When Profit Isn’t Cash: Understanding the Hidden Gaps in Your Financials
Understanding why profit and cash flow don’t match is essential for business owners.
How Banks Evaluate Your Business for a Loan (and How to Make Sure You’re Ready)
When a business owner goes to the bank for financing, it’s not just about having a good story or a long relationship with the institution.
How to Choose the Right Banker To Help You Sell Your Business
Selling your business is a major milestone. Learn how to choose the right banker or broker to guide your sale, maximize value…
Selling Real Estate? Here’s What You Need to Know About Taxes Before You Close
Discover how real estate sales are taxed. Learn about the primary residence exclusion, capital gains rates, depreciation recapture…
1031 Exchanges Explained: How to Defer Taxes on Real Estate Sales
Learn how a 1031 exchange lets real estate investors defer capital gains taxes by reinvesting profits into like-kind properties.
The Fed Just Cut Rates: What It Means for Your Cash, Loans, and Portfolio Over the Next 6 to 12 Months
On September 17, 2025, the Federal Reserve cut its benchmark interest rate by 0.25% to a target range of 4.00%–4.25%.
Bill Clement
Bill is a Managing Partner of the firm and began his career in public accounting providing audit, tax, consulting, and other key services to privately-held manufacturing, construction, technology, and industrial companies.